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First Citizens BancShares
FCNCA

215 hedge funds and large institutions have $4.54B invested in First Citizens BancShares in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $4.26B → $4.54B (+$286M)

3.14% more ownership

Funds ownership: 58.01% → 61.15% (+3.1%)

1% less funds holding

Funds holding: 218 → 215 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

51% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 92

Holders
215
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.76%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
17
Increased
45
Reduced
92
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$142M
2
ECU
Egerton Capital (UK)
United Kingdom
+$110M
3
Invesco
Invesco
Georgia
+$76.6M
4
Morgan Stanley
Morgan Stanley
New York
+$29.1M
5
TCIM
TOMS Capital Investment Management
New York
+$23.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$25.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.2M
4
MGM
Miura Global Management
New York
-$10.8M
5
First Trust Advisors
First Trust Advisors
Illinois
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
176
Bragg Financial Advisors
North Carolina
$226K -$49.9K -60 -18%
Stifel Financial
177
Stifel Financial
Missouri
$219K -$3.33K -4 -2%
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$217K – – –
SP
179
Symmetry Partners
Connecticut
$216K – – –
OAM
180
Oppenheimer Asset Management
New York
$212K -$4.99K -6 -2%
Allianz Asset Management
181
Allianz Asset Management
Germany
$212K – – –
CCM
182
Community Capital Management
Florida
$211K – – –
IA
183
IFP Advisors
Florida
$139K – – –
SG Americas Securities
184
SG Americas Securities
New York
$137K -$271K -326 -67%
Mitsubishi UFJ Trust & Banking
185
Mitsubishi UFJ Trust & Banking
Japan
$135K -$249K -300 -65%
VanEck Associates
186
VanEck Associates
New York
$110K +$39.9K +48 +58%
US Bancorp
187
US Bancorp
Minnesota
$107K – – –
Toronto Dominion Bank
188
Toronto Dominion Bank
Ontario, Canada
$104K +$8.31K +10 +9%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$102K +$101K +121 New
MLICM
190
Metropolitan Life Insurance Company (MetLife)
New York
$101K -$4.16K -5 -4%
S
191
SignatureFD
Georgia
$100K – – –
TFA
192
Toth Financial Advisory
Virginia
$84K – – –
FA
193
Fortis Advisors
Pennsylvania
$63K – – –
AIG
194
American International Group
New York
$56K -$6.65K -8 -11%
HFM
195
Harvest Fund Management
China
$52K – – –
PA
196
Parallel Advisors
California
$51K – – –
FBT
197
First Bank & Trust
South Dakota
$50K +$4.99K +6 +11%
SOW
198
State of Wyoming
Wyoming
$38K -$14.1K -17 -27%
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$35K -$138K -166 -80%
DFCM
200
Dark Forest Capital Management
Puerto Rico
$29K +$28.3K +34 New
6 7
8
9 10

FCNCA Hedge Fund Activity: Q3 2021 in Review

215 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q3 2021, worth a combined $4.54B — up 6.7% from $4.26B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FCNCA and 17 opened new positions — a net loss of 2 holders — while 92 trimmed existing stakes and 45 added.

The largest buyer was BlackRock, adding an estimated $142M. The largest seller was Wells Fargo, cutting an estimated $52.2M.

  • 215 institutional investors held First Citizens BancShares (FCNCA) as of Q3 2021, down from 218 in Q2 2021.
  • Funds reported $4.54B of First Citizens BancShares stock for Q3 2021, up 6.7% quarter-over-quarter.
  • 17 funds opened new First Citizens BancShares positions in Q3 2021 and 19 closed out, a net change of -2 holders.
  • The largest First Citizens BancShares buyer in Q3 2021 was BlackRock, an estimated $142M added.
  • The largest First Citizens BancShares seller in Q3 2021 was Wells Fargo, an estimated $52.2M sold.

Based on aggregated 13F filings for Q3 2021.